Create And Manage Drivers

Updated by Dylan Mattos

Ensuring that shipments have drivers attached is crucial for maintaining compliance with state regulators. This document explains the process for creating and managing drivers and selecting which driver corresponds to each dispatched facility.

Access Drivers Management

  1. Go to Settings.
  2. Select Distribution.
  3. Click Drivers.

Actions on Drivers

Action

Description

Add

Creates a new driver within Flourish.

Edit

Editing a driver's profile allows you to update any attribute or information related to the driver.

Deactivate

Deactivates a driver from Flourish.

Reactivate

Reactivates an existing driver from Flourish

Tag

Assign a driver to a specific facility.

Adding Drivers

To create a new driver, follow these steps:

  1. Go to Settings.
  2. Select Distribution.
  3. Click Drivers.
  4. Select Add New.
  5. Add your Driver's information where applicable:
    Add new driver
    1. Required Field(s)
      1. First Name.
      2. Last Name.
  6. Click Save.
Editing Drivers

To edit a driver, follow these steps:

  1. Go to Settings.
  2. Select Distribution.
  3. Click Drivers.
  4. Click on the CONFIGURE icon on the Driver you want to Edit.
    Configure Driver
  5. Make desired edits:
    Edit Driver screen
  6. Click Save.
Deactivating Drivers

To deactivate a driver, follow these steps:

  1. Go to Settings.
  2. Select Distribution.
  3. Click Drivers.
  4. Click on the CONFIGURE icon on the Driver you want to Deactivate.
  5. Select Disable.
  6. The system will display a prompt "This driver will be deactivated. Do you wish to proceed?"
    1. Toggle ON to confirm
      Toggle ON "Do you wish to proceed" to confirm before clicking "Disable Driver"
  7. Click Disable Diver.
  8. A system message should appear confirming that your Driver has been successfully disabled.

Error message when attempting to Disable a Driver

If the Driver is still assigned to an active Outbound Shipment, then you will see this error message:

Driver still assigned to active shipment(s)

Here is how you resolve this:

  1. Navigate to Outbound>Shipments.
  2. On the All Shipments grid, filter for the "Driver" you are trying to disable, and also change the "Status" filter to equal "Created," "Orders assigned," and "Manifest printed."
    All Shipments grid filters
    If you have multiple facilities, then you will need to do this check in all your facilities individually before reattempting to disable the driver.
  3. With the results, you will need to either:
    1. Edit the Shipment to assign a different driver to it;
      or,
    2. Ship the Shipment
  4. Once no active shipments are assigned to this driver at any of your facilities, disable that driver in your settings.

Reactivating Drivers

To reactivate a driver, follow these steps:

  1. Go to Settings.
  2. Select Distribution.
  3. Click Drivers.
  4. Select Disabled.
  5. Click on the CONFIGURE icon on the Driver you want to Reactivate.
  6. Select Enable.
    Enable a disabled driver
  7. That's it! A system message should confirm that the driver has been successfully re-enabled.

Tagging Drivers

If you operate on multiple facilities and wish to link a specific driver to a particular facility in your organization, we recommend utilizing tags for efficient management.

Please see these instructions on how to complete this process here

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